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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Installation firms across the United States have discovered a solution to their order management difficulties through Cilio CiO field service software. These companies sought to reduce paperwork, enhance scheduling tools, streamline mobile order management, and simplify the process of capturing purchase orders from retail partners, and we have successfully met those needs. Cilio CiO is designed to assist installers in managing a diverse range of projects, whether the job originates from Lowe’s, Home Depot, another home improvement retailer, or directly from customers, covering everything from plumbing and roofing to doors, windows, flooring, and much more. With CiO, all your job-related information is consolidated in a single location, encompassing job notes, documentation, photographs, measurements, and work schedules. Cilio CiO uniquely enables the importation and automatic population of your customized business forms. Additionally, our software provides user-friendly scheduling features with drag-and-drop functionality, comprehensive calendar views, mobile signing and sending options, and seamless integration with QuickBooks along with portals from Home Depot and Lowe’s. This holistic approach not only streamlines operations but also enhances communication and efficiency across all aspects of the installation process.

Description

Accelerate project execution by managing scheduling and dispatch in real-time. Schedulers can utilize centralized and shared views to monitor committed workloads, issue work orders, and allocate technicians effectively for various projects. It's essential to establish required certifications to guarantee that only qualified technicians are scheduled, while alerts will notify you if any scheduled technicians fail to meet the necessary criteria. Notifications can be sent via text or email, allowing for immediate responses to work order requests. Additionally, the process of gathering and managing sample and test data, along with photos and field observations, can be streamlined for quicker, data-driven decision-making and project implementation. Field technicians have the ability to quickly access work orders, upload vital data, and produce comprehensive daily reports. This system ensures that from the field to the office, whether on a desktop or mobile device, a centralized data repository is available, providing the project team with real-time access to reliable and actionable information, ultimately enhancing collaboration and efficiency across the board. The integration of these tools not only boosts productivity but also fosters a culture of accountability within the team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Docusign
Measure Square
QuickBooks Online

Integrations

Amazon Web Services (AWS)
Docusign
Measure Square
QuickBooks Online

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cilio Technologies

Founded

2002

Country

United States

Website

www.ciliocio.com

Vendor Details

Company Name

Agile Frameworks

Founded

2011

Country

United States

Website

www.agileframeworks.com/solutions/

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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